RIA
KED

Regal Investment Advisors’s Kayne Anderson Energy KED Stock Holding History

Regal Investment Advisors’s Portfolio KED Stock Details KED Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-250
Closed -$5K – 1096
2015
Q3 		$5K Hold
250
– – ﹤0.01% 825
2015
Q2 		$5K Buy
+250
New +$7.08K ﹤0.01% 769

Other funds holding KED

BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
CHA
Cedar Hill Associates Chicago, Illinois $261M AUM 7.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
LCM
Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

Regal Investment Advisors's KED Position: Q4 2015 in Review

Regal Investment Advisors sold out of Kayne Anderson Energy (KED) in Q4 2015, closing a stake of 250 shares — an estimated $5K sold.

Regal Investment Advisors first reported a position in KED in Q2 2015 and held it in 2 quarters. The position peaked at $5K in Q3 2015. 41 funds tracked by Wall St. Rank hold KED as of Q4 2015.

  • Regal Investment Advisors reported no remaining Kayne Anderson Energy position as of Q4 2015 after selling out during the quarter.
  • Regal Investment Advisors sold 250 Kayne Anderson Energy shares in Q4 2015, an estimated $5K.
  • Regal Investment Advisors first reported a position in Kayne Anderson Energy in Q2 2015 and held it in 2 quarters.
  • Regal Investment Advisors's Kayne Anderson Energy position peaked at $5K in Q3 2015.
  • 41 funds tracked by Wall St. Rank held Kayne Anderson Energy as of Q4 2015.

Based on Regal Investment Advisors's 13F filing for Q4 2015, filed 8 Feb 2016.